Barton Investment Management

Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:

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Positions held by Barton Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Barton Investment Management

Companies in the Barton Investment Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Inc cl a (SHOP) 24.3 $283M -2% 250k 1131.95
Netflix (NFLX) 21.4 $249M 461k 540.73
Amazon (AMZN) 11.5 $134M 41k 3256.92
Paypal Holdings (PYPL) 7.0 $82M 349k 234.20
Blackline (BL) 6.9 $81M 606k 133.38
Coupa Software (COUP) 6.2 $72M 213k 338.91
Okta Inc cl a (OKTA) 3.7 $43M +3% 169k 254.26
Avalara (AVLR) 3.7 $43M +2% 260k 164.89
American Tower Reit (AMT) 2.9 $34M 151k 224.46
Air Lease Corp (AL) 2.8 $33M 745k 44.42
Equinix (EQIX) 2.8 $33M 46k 714.18
Electronic Arts (EA) 2.5 $29M -11% 201k 143.60
Qualcomm (QCOM) 0.8 $9.4M 62k 152.33
Microsoft Corporation (MSFT) 0.5 $5.9M 27k 222.41

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T. Rowe Price (TROW) 0.3 $3.9M 26k 151.39
Berkshire Hathaway (BRK.A) 0.3 $3.5M NEW 1.0k 3478.00
Alphabet Inc Class A cs (GOOGL) 0.3 $3.1M -2% 1.8k 1752.53
Johnson & Johnson (JNJ) 0.3 $3.1M 20k 157.36
Vanguard Total Stock Market ETF (VTI) 0.2 $2.7M 14k 194.65
Apple (AAPL) 0.2 $2.7M 20k 132.69
Berkshire Hathaway Inc. Class B 0.2 $2.5M 11k 231.90
Adobe Systems Incorporated (ADBE) 0.1 $1.6M 3.2k 500.00
Alphabet Inc Class C cs (GOOG) 0.1 $1.3M -3% 751.00 1752.33
Abbott Laboratories (ABT) 0.1 $1.1M 9.9k 109.46
Walt Disney Company (DIS) 0.1 $1.1M 5.9k 181.15
Vanguard Total Bond Market ETF (BND) 0.1 $1.1M 12k 88.18
Abbvie (ABBV) 0.1 $964k 9.0k 107.18
Oracle Corporation (ORCL) 0.1 $736k 11k 64.70
Merck & Co (MRK) 0.1 $682k 8.3k 81.83
Cigna Corp (CI) 0.1 $623k 3.0k 208.29
Exxon Mobil Corporation (XOM) 0.1 $603k 15k 41.19
ICU Medical, Incorporated (ICUI) 0.1 $601k 2.8k 214.64
Northern Trust Corporation (NTRS) 0.0 $510k 5.5k 93.10
Teleflex Incorporated (TFX) 0.0 $494k 1.2k 411.67
Philip Morris International (PM) 0.0 $459k -3% 5.6k 82.70
American Express Company (AXP) 0.0 $458k -2% 3.8k 121.00
Colgate-Palmolive Company (CL) 0.0 $332k -3% 3.9k 85.57
Pfizer (PFE) 0.0 $320k 8.7k 36.78
Costco Wholesale Corporation (COST) 0.0 $283k NEW 750.00 377.33
Automatic Data Processing (ADP) 0.0 $247k NEW 1.4k 176.43

Past Filings by Barton Investment Management

SEC 13F filings are viewable for Barton Investment Management going back to 2010

View all past filings